+231.0%
IQV vs A
+247.2%
-16.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | +1.0% |
| 7D | -5.3% | -4.6% | -0.7% | -1.9% |
| 30D | +5.5% | -4.3% | +9.8% | +8.8% |
| 3M | +41.2% | +8.9% | +32.3% | +32.3% |
| 6M | +50.5% | +24.5% | +26.0% | +27.1% |
| YTD | +14.1% | +5.8% | +8.3% | +8.8% |
| 1Y | +39.9% | +16.2% | +23.7% | +24.2% |
| 3Y | +20.5% | +28.5% | -8.0% | -2.5% |
| 5Y | -1.2% | -16.3% | +15.1% | +7.6% |
| All | +231.0% | +247.2% | -16.2% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling